The calendar has rolled into December with U.S. equities near the top of the year’s range, volatility suppressed, and the market comfortably leaning into a soft-landing narrative. The bar for positive surprise is high — and the risk is that “good but not great” data suddenly stops being good enough.
This week’s macro calendar is light on headline-grabbing events but rich in signals: regional manufacturing, U.S. retail sales, and producer prices will help determine whether the soft-landing narrative still holds as inflation drifts above target and growth cools at the margin.
Short overview of the week’s key macro releases and how they might shift rate expectations or risk sentiment across assets.
No spam, no hype — just concise, sell-side-style market briefings.
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